Highlights from the week of October 9 – October 15, 2026.

Stable value funds play a critical role in DC plans, historically providing principal preservation, consistent positive returns, liquidity for benefit payments, and financial confidence for participants.

A home run may grab attention. But for bond investors, the better test is how consistently a manager adds value without taking unnecessary risk.

Rising yields can hurt bond prices now, but they may improve future income. See why your timeline matters.

Higher yields reflect a resilient economy, not necessarily the start of a punishing tightening cycle. That could be a favorable backdrop for bond investors.

Market declines can be unsettling, but not every uncomfortable moment calls for action.

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

New Fed Chair Kevin Warsh appears ready to give markets fewer signals. That may give the Fed more flexibility, but it also gives every data point more power to move markets.

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

Government-backed mortgage bonds have outperformed during some of the market’s worst quarters. Here’s how they work and what their track record has historically meant for investors seeking diversification.